H & B Investments

CUSO Wealth Strategies, based in Kelowna, BC, specializes in sustainable and profitable wealth management practices tailored for credit unions. Established in 2011, the company combines the advantages of a larger operational model with a focus on maintaining the local character of credit unions. The firm is committed to empowering its partners and clients through expert strategic guidance and collaborative opportunities. By leveraging economies of scale, they aim to improve profitability and streamline operations for their credit union partners while enhancing client experiences through consistent service delivery. Generated from the website

Canadian Jewelry Exchange (CJEX) is a premier destination in Kelowna, British Columbia, for luxury fine jewelry, offering a curated selection of engagement rings, wedding bands, necklaces, and loose diamonds. The store specializes in preloved pieces, ensuring each item is hand-selected for its unique beauty and restored to pristine condition, ready to create new love stories. CJEX also provides services for selling jewelry, gold processing, and restoration, highlighting their commitment to customer satisfaction and value. With their dedicated team and personalized service, CJEX has garnered a loyal clientele that appreciates the combination of quality, craftsmanship, and expertise. Generated from the website

Carter Financial SVC is a trusted financial advisory firm located in Kelowna BC. With a focus on personalized financial planning and investment strategies they aim to help clients achieve their financial goals. Their team of experienced advisors offers a range of services including retirement planning wealth management and tax strategies ensuring tailored solutions for each individual or business. Generated from this place's information